+13,337.7%
ISRG vs HDB
+3,812.1%
+9,525.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | -1.6% | +0.4% | -2.0% | -1.8% |
| 30D | -2.3% | -2.8% | +0.5% | -1.4% |
| 3M | -12.4% | -3.5% | -8.9% | -11.8% |
| 6M | -26.8% | -24.7% | -2.1% | -19.9% |
| YTD | -35.3% | -36.6% | +1.3% | -25.0% |
| 1Y | -19.3% | -34.4% | +15.0% | -7.8% |
| 3Y | +18.1% | -24.4% | +42.5% | +25.8% |
| 5Y | +2.6% | -35.4% | +38.0% | +14.1% |
| 10Y | +379.4% | +39.5% | +339.9% | +288.9% |
| All | +13,337.7% | +3,812.1% | +9,525.6% | +3,832.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HDB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling